Forma
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4.9 out of 5 stars
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Forma Reviews & Product Details - Page 14

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Forma Overview

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What is Forma?

Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”

Forma Details
Product Website
Discussions
Forma Community
Languages Supported
English, Spanish, Chinese (Simplified), Chinese (Traditional)
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Product Description

Forma revolutionizes employee benefits with customizable spending accounts for post-tax and pre-tax benefits, such as Lifestyle Spending Accounts (LSAs), HSAs, FSAs, Commuter, and COBRA benefits. Utilizing the Forma Card, Forma Store, or claims reimbursement, employees can take full advantage of our platform, which boasts an 85% monthly utilization rate. For Benefits professionals, setting an equitable global benefits strategy, staying on top of your budget, monitoring usage, and getting insights on claims approvals is all easy through Forma. Our consumer-grade UI coupled with our world-class support experience have garnered praise from both members and admins alike.

Seller Details
Seller
Forma
Company Website
Year Founded
2017
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Description

Forma is a digital platform designed to streamline the process of creating and managing employee benefits, specifically focusing on mental health and wellness. The company offers innovative solutions that empower organizations to support their employees' well-being through personalized care experiences. With a user-friendly interface, Forma aims to enhance access to mental health resources, making it easier for employees to find and utilize the support they need. For more information, visit their website at [joinforma.com](https://joinforma.com).

Justin T.
JT
Overview Provided by:
Justin Traasdahl

Recent Forma Reviews

SX
shuwen x.Enterprise (> 1000 emp.)
5.0 out of 5
"Easy to navigator, streamlined process for submitting claims and receive payments"
More categroeis available for boost wellness.
Read more
RC
Roxana C.Enterprise (> 1000 emp.)
5.0 out of 5
"Simple and Quick Reimbursement Process"
Using Forma is pretty self-explnatory, simple, and quick. I can enter my reimbursement request in just a few minutes and usually receive a customer...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"One of the best benefits we have."
It very easily allows you to purchase things for your physical and mental wellness
Read more
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This seller hasn't added their security information yet. Let them know that you'd like them to add it.
1 person requested security information

Forma Media

Forma Demo - The Flexible Benefits Suite
Forma manages all types of flexible benefits. This way, employees have a simple, unified experience regardless of whether they're using a pre-tax HSA or a post-tax wellness allowance.
Forma Demo - The Forma Store – your easiest path to meaningful benefits
Employees can purchase items directly in the Forma app. The store smartly shows vetted, high-quality products that meet the spending account’s eligibility requirements.
Forma Demo - The Forma Visa Card
Get unmatched convenience and simplicity for your employees with the Forma Card. Employees can choose how to use their benefits and spend anywhere Visa is accepted.
Forma Demo - A world-class claims experience
Forma offers 3 ways to pay: buy in the Forma Store, use a Forma Card, or submit claims. Once you set eligibility, Forma manages everything from claim reviews to reimbursements.
Forma Demo - Pre-tax Accounts for the 2020s
With Forma’s modern tech and sleek user experience, we’re setting a new standard for HSAs, FSAs, and commuter benefits. Pre-tax and post-tax accounts are under one platform for easy employee access.
Forma Demo - HR leaders love the Forma Admin Dashboard
Admins can compile and download reports in real time from the intuitive, self-serve admin portal. The dashboard has rich insights on usage, engagement, and satisfaction to help you understand program health.
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Review by Andres C.
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Very simple and accessible solution
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615 Forma Reviews

4.9 out of 5
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615 Forma Reviews
4.9 out of 5
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Forma Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FormaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Manjit S.
MS
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Design and Ease of use with lots of options Review collected by and hosted on G2.com.

What do you dislike about Forma?

nothing that i can think of. We are using forma as an internal tool for disbursing the WFH benefits. Thanks and Happy Holidays Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Helping us in utilizing the Work from home related benefits that our organiziation is providing. Improves the overall experience of WFH. Review collected by and hosted on G2.com.

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Christian C.
CC
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

I really love what I can use my points for. Staying healthy and getting some exercise time is so important but sometimes money does get in the way so I appreciate every sent that Forma gives because it does go towards our family gym membership Review collected by and hosted on G2.com.

What do you dislike about Forma?

To be honest. There is nothing I dislike about Forma. Perhaps they could expand what you can get for points BUT at the moment, the family gym membership that I get satisfies my family needs Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Forma is solving the problem of being able to afford a gym membership. It makes it that much easier for my family and I to be able to get out and get fit. Whether that is swimming in the gym pool that is kid friendly or running the indoor track (which is very beneficial in this summer heat). Review collected by and hosted on G2.com.

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IC
Enterprise(> 1000 emp.)
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Review source: Seller invite
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What do you like best about Forma?

Forma is easy to use and every time I get very prompt response. Review collected by and hosted on G2.com.

What do you dislike about Forma?

It could include more services or products for reimbursement for the supported categories. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

All the benefits provided by Forma adds to a great and satisfying Employee experience. Review collected by and hosted on G2.com.

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SS
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Forma?

Amazing and user friendly UI. Gives various options for user to select their respective rewards. Forma has made reimbursement process smooth and effective. It is one of the best tool. Review collected by and hosted on G2.com.

What do you dislike about Forma?

There is nothing that I dislike about this product as it has always been benefitial for me. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Ease in reimbursement and tracking status of reimbursement at different stage Review collected by and hosted on G2.com.

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Ryan S.
RS
Azure Support Engineer
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

The ease it is to work with support and file claims. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Additional coverages would be nice to have. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Ability to help support daily life costs Review collected by and hosted on G2.com.

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RG
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Ease of use and the ability to upload receipts Review collected by and hosted on G2.com.

What do you dislike about Forma?

the ability to calculate the total expenses Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

the ability to submit expenses Review collected by and hosted on G2.com.

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Jo R.
JR
Coaching Specialist
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Forma is incredibly efficient and expedient in processing payments and transactions. It's so easy to either shop products or create a claim for reimbursement. Review collected by and hosted on G2.com.

What do you dislike about Forma?

Honestly, I haven't experienced a downside yet. 🤞 Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

It allows me to spend the monthly wellness stipend efficiently. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

So easy to uplaod reciepts and very updates Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing it was so simple to use that anyone could use it! Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Made it super easy to claim back work gear expense. Was simple to use and so clear on the stages of it being accepted. Review collected by and hosted on G2.com.

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Manav B.
MB
Enterprise(> 1000 emp.)
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Verified Current User
Review source: Seller invite
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What do you like best about Forma?

I love the user experience. everything is very clearly mentioned. I didn't even for a second felt like what's happening Review collected by and hosted on G2.com.

What do you dislike about Forma?

I like all of it. there was nothing that I did not like Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

Submitting claims for reimbursement is very easy. We have another portal for other benifits. I always love forma Review collected by and hosted on G2.com.

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BS
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Forma?

Easy to use settings.Easy to use forms. Awesome experience Review collected by and hosted on G2.com.

What do you dislike about Forma?

Nothing. Everything looks good. I am one satisfied customer. Review collected by and hosted on G2.com.

What problems is Forma solving and how is that benefiting you?

I put in the request for reimbursement to my fitness expenses. Review collected by and hosted on G2.com.

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